The Role
Addepar is looking for a Client Operations Analyst to support teams across the Addepar Go To Market Organisation. You will work closely with all of our Go-to Market Teams, including Client Management, Sales and Partnerships as well as cross functional partners such as Legal, Finance, Information Security & Engineering. Your role has a dual purpose:
- Optimise key business processes & systems to shorten Addepar's sales cycle.
- Develop cross-functional relationships and content to scale Addepar's ability to quickly respond to client Assurance requests.
What You’ll Do
- Ensure timely and accurate delivery of external questionnaires & requests for information from our prospects, clients & partners
- Train AI tooling with standard responses and optimise Addepar's Assurance Library content in Whistic.
- Track & synthesise prospect and client insights to deliver data-driven recommendations to Addepar Leadership.
- Balance competing cross-functional priorities and working styles to drive an excellent client Assurance experience.
- Build content & processes to continually improve Addepar's Assurance offering to prospects, clients & partners.
**Who You...
![Addepar](https://s2-recruiting.cdn.greenhouse.io/external_greenhouse_job_boards/logos/400/598/100/resized/Addepar-Logo-Icon-Grn.png?1599093016)
Addepar
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients.
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